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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,701 | $81,403-72.1% | $147,027-84.6% | $87,485-74.1% |
| Participation rate | 91.8% | 63.4%+28.4pp | 73.7%+18.1pp | 68.9%+22.9pp |
| Annual return | 16.69% | 16.51%+0.2pp | 20.23%-3.5pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,957 | $2,205-11.3% | $3,626-46.0% | $2,596-24.6% |
| Participant deferral / active EE | $3,403 | $3,315+2.6% | $4,933-31.0% | $4,274-20.4% |
| Admin fee / account holder | $866 | $6,755-87.2% | $12,223-92.9% | $7,775-88.9% |